Compass Planning Associates Inc Vanguard Transaction History
Compass Planning Associates Inc
- $98.9 Billion
- Q1 2025
A detailed history of Compass Planning Associates Inc transactions in Vanguard stock. As of the latest transaction made, Compass Planning Associates Inc holds 13,976 shares of VGSH stock, worth $819,552. This represents 0.83% of its overall portfolio holdings.
Number of Shares
13,976
Previous 10,785
29.59%
Holding current value
$819,552
Previous $627 Million
30.72%
% of portfolio
0.83%
Previous 0.64%
Shares
2 transactions
Others Institutions Holding VGSH
# of Institutions
1,026Shares Held
272MCall Options Held
6.2KPut Options Held
400-
Jpmorgan Chase & CO New York, NY43.5MShares$2.55 Billion0.2% of portfolio
-
Morgan Stanley New York, NY22.3MShares$1.3 Billion0.1% of portfolio
-
Orgel Wealth Management, LLC7.54MShares$442 Million12.2% of portfolio
-
Bank Of America Corp Charlotte, NC6.91MShares$405 Million0.03% of portfolio
-
Northern Trust Corp Chicago, IL6.27MShares$367 Million0.06% of portfolio